Arkolith/Funds/Arena Capital Advisors, LLC- CA

Arena Capital Advisors, LLC- CA

CIK 1833078
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Arena Capital Advisors, LLC- CA holds a concentrated book of 21 stocks worth $207.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Alliant Energy Corp and trimmed PG&E Corp. Their largest long position is PG&E Corp at 19% of the equity book. Cloning the disclosed picks since 2024 would be +128% (+62.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Arena Capital Advisors, LLC- CA's latest
holdings, largest changes, and filing provenance.
Opened
36
new positions
Added to
1
existing
Trimmed
4
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+128.1%
+62.2%/yr · since Nov '24
Their reported book
+74.6%
held from quarter-end
S&P 500
+26.0%
same window
$8K$14K$19K$24K$29KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Arena Capital Advisors, LLC- CA (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 53.5 points over this window.

Growth of $10,000 cloning Arena Capital Advisors, LLC- CA's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
66%
Top 10 holdings
96%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

9% mapped to company sectors

ETF / fund or unclassified
91%
Communication Services
7%
Industrials
2%
Financials
0%
Information Technology
0%
Health Care
0%
Materials
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • ALLIANT ENERGY CORP
    New$19.1M
  • PERSHING SQUARE USA LTD
    New$16.4M
  • +14%$132K
Trimmed / exited
  • PG&E CORPPCG 4.25 12/01/27
    −4.9%$2.0M
  • −17%$2.0M
  • INTEGER HOLDINGS CORPITGR 1.875 03/15/30
    −7.4%$1.1M
  • SPECTRUM BRANDS INCSPB 3.375 06/01/29
    −28%$786K
  • −100%
  • CSG SYSTEMS INTERNATIONACSGS 3.875 09/15/28
    −100%

Funds with the most overlap

Other tracked managers holding the same core names as Arena Capital Advisors, LLC- CA

Manager / fundShared namesTheir $ in those
BlackRock, Inc.28 / 21$12.5B
JPMORGAN CHASE & CO27 / 21$10.9B
UBS Group AG27 / 21$2.6B
WELLS FARGO & COMPANY/MN27 / 21$1.4B
JANE STREET GROUP, LLC26 / 21$416.1M
STATE STREET CORP25 / 21$6.2B
MORGAN STANLEY24 / 21$7.4B
FMR LLC24 / 21$5.8B

Ranked by how many of Arena Capital Advisors, LLC- CA's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

21 positions
#SecurityValueShares% PortLast moveHistory
1PG&E Corp
NOTE 4.250%12/0
$39.8M38.71M
19.1%
−4.9%
Reduced · −2.0M sh
2Herbalife Ltd
NOTE 4.250% 6/1
$28.8M25.00M
13.9%
Held
3Alarm Com Hldgs Inc
NOTE 2.250% 6/0
$25.4M26.60M
12.2%
Held
4Evolent Health Inc
DEBT 4.500% 8/1
$24.1M29.62M
11.6%
Held
5Alliant Energy Corp
NOTE 3.250% 5/3
$19.1M17.33M
9.2%
New
New position
6Shift4 PMTS Inc
NOTE 0.500% 8/0
$17.5M18.33M
8.4%
Held
7Pershing Square USA Ltd
COM SHS
$16.4M437.5K
7.9%
New
New position
8Integer Hldgs Corp
DBCV 1.875% 3/1
$13.6M13.89M
6.5%
−7.4%
Reduced · −1.1M sh
9Uniti Group LLC
COM SHS
$9.7M845.8K
4.7%
−17%
Reduced · −177K sh
10Planet Labs PBC
COM CL A
$5.1M154.4K
2.5%
Held
11Innovate Corp
COM NEW
$2.4M127.9K
1.1%
Held
12Spectrum Brands Inc
NOTE 3.375% 6/0
$2.0M1.93M
1.0%
−28%
Reduced · −750K sh
13Vanguard Scottsdale FDS
SHORT TERM TREAS
$1.7M30.0K
0.8%
Held
14Herbalife Ltd
COM SHS
$1.1M80.9K
0.5%
+14%
Added · +10K sh
15Vanguard Scottsdale FDS
INTER TERM TREAS
$590K10.0K
0.3%
Held
16Apollo Global Mgmt Inc
COM
$296K2.5K
0.1%
Held
17Taboola.com Ltd
ORD SHS
$260K52.0K
0.1%
Held
18Mobix Labs Inc
*W EXP 12/21/202
$17K190.6K
0.0%
Held
19Aurora Innovation Inc
*W EXP 11/03/202
$6K20.3K
0.0%
Held
20Liminatus Pharma Inc.
*W EXP 04/30/203
$2K29.2K
0.0%
Held
21Banzai International Inc
*W EXP 12/14/202
$38239.0K
0.0%
Held
Showing all 21 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202621$207.9M13F-HR
Q1 2026Mar 31, 2026May 4, 202621$199.7M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202619$165.3M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202525$240.6M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202519$69.2M13F-HR
Q1 2025Mar 31, 2025May 1, 202516$64.5M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202529$84.1M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202431$91.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.